LO
13 posts
All of the top performers in August were the stocks focusing on large buybacks with relatively small dividends.
China's economy is unlikely to have a hard-landing and demand for luxury brands like Ralph Lauren will remain relatively resilient.
Any inability to keep the markets calm regarding fiscal and tax issues in the US could lead to healthy losses.
Any inability to keep the markets calm regarding fiscal and tax issues in the US could lead to healthy losses
Not only do these stocks gain in appeal when the market drops, but I can sleep at night knowing that weakness is an advantage for the typical stock in the model, characterized by very strong income and liquidity.
Author: Mark Holder, Stone Fox Capital Covestor model: Net Payout Yields Disclosure: Long MICC, LO, WLP, GILD, WFC at time of writing April was a decent month for the Net Payout Yields model as it outperformed the S&P500 by a slight margin. This model is designed to slightly exceed the […]
Author: James Hofmann Model: Dividend Growth Disclosure: Long LO, MSFT, HCBK March was a grand month for the Dividend Growth model as we outperformed the benchmark S&P 500 by 1.84% while taking on less risk. This model had positive performance for the month of March while the market had slightly negative […]
Author: Mark Holder Model: Net Payout Yields Model Disclosure: Long GPS, ETR March was another solid month for this model, as it beat the benchmark – up 1.95% versus a slight loss for the S&P 500. The model also wrapped up a solid first quarter with a 6.57% gain. For […]
Author: James Hofman Covestor model: Dividend Growth Disclosure: Long NOK, FTR, ENP,MRK, HCBK, LO *See important disclosures My dividend value model is a long-term focused portfolio that emphasizes both income and valuation. I look to take advantage of opportunities that arise from companies and sectors temporally falling out of favor. Once the […]
*See important disclosures Shares of Renasant (NASDAQ: RNST) were added to Andy Schornack’s Financial Services model last week. In the model, Schornack uses a bottom-up approach while looking for companies with stable dividends. In November 2010, RNST was mentioned favorably in the article “The Smart Money’s Top 8 Banking Stocks” […]